Modera Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 87,029 shares of SCHH stock, worth $1.85 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
87,029
Previous 88,687 1.87%
Holding current value
$1.85 Million
Previous $1.91 Million 3.5%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$20.85 - $21.86 $34,569 - $36,243
-1,658 Reduced 1.87%
87,029 $1.85 Million
Q3 2025

Oct 31, 2025
BUY
$20.76 - $21.78 $3,155 - $3,310
152 Added 0.17%
88,687 $1.91 Million
Q2 2025

Aug 06, 2025
SELL
$18.94 - $21.67 $227 - $260
-12 Reduced 0.01%
88,535 $1.87 Million
Q1 2025

May 08, 2025
SELL
$20.2 - $22.24 $8,302 - $9,140
-411 Reduced 0.46%
88,547 $1.9 Million
Q4 2024

Feb 05, 2025
SELL
$20.55 - $23.26 $15,638 - $17,700
-761 Reduced 0.85%
88,958 $1.87 Million
Q3 2024

Oct 24, 2024
BUY
$19.78 - $23.53 $12,540 - $14,918
634 Added 0.71%
89,719 $2.08 Million
Q2 2024

Jul 29, 2024
SELL
$18.53 - $20.2 $11,210 - $12,221
-605 Reduced 0.67%
89,085 $1.78 Million
Q1 2024

May 14, 2024
BUY
$19.39 - $20.93 $1.43 Million - $1.54 Million
73,650 Added 459.16%
89,690 $1.82 Million
Q4 2023

Feb 14, 2024
SELL
$16.76 - $20.95 $132,320 - $165,400
-7,895 Reduced 32.99%
16,040 $332,000
Q3 2023

Nov 30, 2023
SELL
$17.52 - $20.27 $1.84 Million - $2.13 Million
-105,284 Reduced 81.48%
23,935 $424,000
Q3 2023

Nov 01, 2023
BUY
$17.52 - $20.27 $1.8 Million - $2.09 Million
102,887 Added 390.73%
129,219 $2.29 Million
Q2 2023

Aug 07, 2023
BUY
$18.34 - $19.64 $482,928 - $517,160
26,332 New
26,332 $514,000

Others Institutions Holding SCHH

# of Institutions
597
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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